Vanguard Personalized Indexing Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Vanguard Personalized Indexing Management, LLC

$6.61 Billion
Q1 2025

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 5,263 shares of IJR stock, worth $561,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,263

Previous 2,313 127.54%

Holding current value

$561,193

Previous $266,000 106.77%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$102.49 - $119.96 $302,345 - $353,882	2,950 Added 127.54%	5,263 $550,000
Q3 2024 Nov 12, 2024	SELL	$105.53 - $118.34 $1,266 - $1,420	-12 Reduced 0.52%	2,313 $270,000
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $237,452 - $257,796	2,325 New	2,325 $247,000
Q1 2022 May 16, 2022	SELL	$102.32 - $116.69 $354,743 - $404,564	-3,467 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$108.26 - $120.32 $103,171 - $114,664	953 Added 37.91%	3,467 $397,000
Q3 2021 Nov 09, 2021	BUY	$104.62 - $113.69 $263,014 - $285,816	2,514 New	2,514 $275,000

Others Institutions Holding IJR

# of Institutions

2,812

Shares Held

547M

Call Options Held

533K

Put Options Held

388K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Vanguard Personalized Indexing Management, LLC Ishares Core S&P Sm Cap ETF Transaction History